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08 Dec 2015

The investment trusts banking on corporate reform in Japan

Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting – or not – from the country’s internationalisation and Shinzo Abe’s three arrows reform agenda. As Japan enters another recession, more fears surface about whether Abenomics is really working, with the country yet to show it has succeeded in […]

01 Dec 2015

Generating returns in volatile times

Stock market ups and downs can worry investors and can create a barrier to investing by causing an increased fear of poor performance. Given this natural state of mind, it is useful for investors to revisit strategies that can be used to provide extra protection in uncertain times. See more at http://whichinvestmenttrust.com/generating-returns-in-volatile-times/

17 Nov 2015

China and commodities the trust winners in October

Investment trusts specialising in China and large cap commodities were winners in October, according to research from QuotedData. See more at: http://www.portfolio-adviser.com/news/1025864/china-commodities-trust-winners-october#sthash.29DHnKVK.dpuf

16 Nov 2015

Asia ex-Japan investment trust discounts widen

The economic slowdown in China is impacting other countries in Asia and the developed world, and hopes of growth in consumer spending and the services sector coming to the rescue are fading. Rebalancing the economy away from infrastructure investment and traditional industrial drivers, while cushioning the services sector and allowing new industries to develop, is […]

02 Oct 2015

Keeping it in the family can benefit investment trusts

Recent attempts by Sherborne Investors (SIGB) to take over the board of Electra Private Equity investment trust (ELTA) is an example of where a large shareholder can exert a great deal of control and influence over an investment trust – whether the small private shareholders want it to or not. However, some instances where having […]

29 Sep 2015

Is now the time to increase exposure to emerging markets?

Investment Weeks asks – Is now the time to increase exposure to emerging markets? http://www.investmentweek.co.uk/investment-week/feature/2427487/is-now-the-time-for-investors-to-increase-exposure-to-emerging-markets-part-I  

29 Sep 2015

How the utilities sector will fare over the medium term and three investment trusts to consider.

The performance of utilities companies across the world has been difficult so far this year, following strong performance in 2014. A relatively benign interest rate outlook, coupled with modest growth, saw the US provide much of the gains last year, but this year investors have become increasingly wary of the potential for interest rate rises […]

29 Sep 2015

A look at BlackRock Latin American

This week I thought I would write something on BlackRock Latin American Trust. China might have attracted all the headlines recently but the knock-on effect of its slowdown on Latin America has been dramatic. Regional markets have been awful, and the situation has persisted for some time now.   http://citywire.co.uk/money/lat-am-trusts-my-worst-call-yet-but-im-not-quitting/a842523

29 Sep 2015

A look at JPMorgan Global Convertibles Income

By investing in ‘convertibles’ – bonds that can convert into shares – JPMorgan Global Convertibles Income offers a strong yield. But why the secrecy over its investments? http://citywire.co.uk/money/the-convertibles-investment-trust-shrouded-in-secrecy/a842531

29 Sep 2015

A look at Student property funds

Investing in halls of residence can be tricky though high yielding Empiric Student Property and GCP Student Living have made it work. http://citywire.co.uk/money/student-property-trusts-pass-the-test-as-income-funds/a835627

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